ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,036,112 | -4.6% | 6,735 | 0.0% | 1.14% | -3.6% |
| Q2 2023 | $1,085,615 | -7.4% | 6,735 | -12.8% | 1.18% | -11.4% |
| Q1 2023 | $1,173,000 | +4.6% | 7,726 | 0.0% | 1.33% | +76.0% |
| Q4 2022 | $1,121,000 | +17.4% | 7,726 | +4.0% | 0.76% | +5.3% |
| Q3 2022 | $955,000 | -4.2% | 7,428 | +2.4% | 0.72% | -2.2% |
| Q2 2022 | $997,000 | -11.7% | 7,254 | 0.0% | 0.73% | +10.9% |
| Q1 2022 | $1,129,000 | – | 7,254 | – | 0.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 505,763 | $58,956,000 | 26.95% |
| Townsend & Associates, Inc | 196,584 | $23,278,000 | 17.76% |
| AMARILLO NATIONAL BANK | 355,923 | $41,490,000 | 16.60% |
| Regal Wealth Group, Inc. | 154,176 | $17,972,000 | 12.47% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,509 | $16,029,000 | 12.06% |
| Salomon & Ludwin, LLC | 452,530 | $52,751,000 | 10.66% |
| FINANCIAL LIFE ADVISORS | 111,734 | $13,025,000 | 8.63% |
| LVZ, Inc. | 339,679 | $35,956,000 | 8.15% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 86,608 | $10,092,000 | 7.51% |
| PHH Investments, Ltd. | 220,038 | $25,650,000 | 7.32% |